Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pimco PIM Total RT Inst in their Schedule of Assets, totaling $89.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND OH | 29,885 | $2.5B | $42.4M |
| 2 | HUNTINGTON MEMORIAL HOSPITAL HUNTINGTON MEMORIAL HOSPITAL SAVINGS PLAN | PASADENA CA | 3,815 | $619.7M | $34.4M |
| 3 | ALITHYA USA, INC. |
ALPHARETTA GA |
| 511 |
| $115.0M |
| $4.2M |
| 4 | ASPEN SKIING COMPANY ASPEN SKIING COMPANY SAVINGS PLAN | ASPEN CO | 4,214 | $182.1M | $3.5M |
| 5 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $2.4M |
| 6 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $1.0M |
| 7 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $656K |
| 8 | PIONEER STATE MUTUAL INSURANCE CO. PIONEER STATE MUTUAL INSURANCE CO. 401(K) PLAN | FLINT MI | 143 | $57.1M | $465K |
| 9 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $213K |
| 10 | ADVANCED VEHICLE ASSEMBLIES LLC GLOBAL AUTOMOTIVE SYSTEMS 401(K) RETIREMENT PLAN | ROCHESTER HILLS MI | 376 | $17.9M | $173K |
